| V先锋领航指数基金VOO |
| 18.09% | 17.34% | $2,440.6万 | 3.6万股 | $2,112.2万 | 3.5万股 | +188股+0.53% | 加仓 |
| V先锋领航·FTSEVEA |
| 14.01% | 13.54% | $1,890.1万 | 26.5万股 | $1,649.3万 | 25.7万股 | +7,900股+3.07% | 加仓 |
| A美国世纪ETF信托AVLC |
| 8.81% | 8.35% | $1,187.9万 | 13.2万股 | $1,017.3万 | 13.1万股 | +866股+0.66% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 6.7% | 6.53% | $903.5万 | 37.4万股 | $795.7万 | 32.8万股 | +4.6万股+14.16% | 加仓 |
| IiShares安硕信托STIP |
| 6.65% | 6.42% | $896.7万 | 8.8万股 | $782.7万 | 7.6万股 | +1.2万股+15.99% | 加仓 |
 AVANTIS INTLNGG |
| 5.81% | 5.78% | $783.4万 | 8.8万股 | $704.4万 | 8.3万股 | +4,794股+5.77% | 加仓 |
 埃克森美孚XOM |
| 5.18% | 9.06% | $698.5万 | 5.1万股 | $1,104.3万 | 6.5万股 | -1.4万股-21.51% | 减仓 |
| V先锋领航·FSTEVWO |
| 4.3% | 4.14% | $579.7万 | 9.7万股 | $504.5万 | 9.3万股 | +3,773股+4.04% | 加仓 |
| V先锋领航指数基金VXF |
| 4.18% | 3.81% | $564.5万 | 2.3万股 | $464.3万 | 2.3万股 | +369股+1.64% | 加仓 |
 宣伟SHW |
| 3.84% | 3.96% | $518.1万 | 1.5万股 | $482.3万 | 1.5万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVEM |
| 2.16% | 1.93% | $290.7万 | 3.0万股 | $235.2万 | 2.9万股 | +939股+3.22% | 加仓 |
| A美国世纪ETF信托AVUS |
| 2.06% | 1.46% | $278.2万 | 2.2万股 | $177.7万 | 1.6万股 | +5,741股+35.92% | 加仓 |
 苹果AAPL |
| 1.67% | 1.62% | $224.9万 | 7,774股 | $197.3万 | 7,774股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 1.45% | 1.33% | $196.1万 | 2.3万股 | $161.9万 | 3,706股 | +1.9万股+514.36% | 加仓 |
 雪佛龙CVX |
| 1.3% | 2.19% | $175.4万 | 1.1万股 | $266.9万 | 1.3万股 | -2,320股-17.98% | 减仓 |
 派克汉尼汾PH |
| 1.23% | 1.25% | $166.0万 | 1,697股 | $151.9万 | 1,697股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVSC |
| 1.08% | 1.01% | $145.8万 | 2.0万股 | $122.7万 | 2.0万股 | +189股+0.96% | 加仓 |
| V先锋领航指数基金VTV |
| 0.88% | 0.78% | $118.6万 | 5,440股 | $95.5万 | 4,870股 | +570股+11.70% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.81% | 0.47% | $108.7万 | 1.3万股 | $56.9万 | 8,030股 | +5,232股+65.16% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.76% | 0.44% | $102.6万 | 1.7万股 | $54.2万 | 9,104股 | +8,296股+91.12% | 加仓 |
| S嘉信·USSCHP |
| 0.74% | 0.43% | $99.8万 | 3.8万股 | $52.6万 | 2.0万股 | +1.8万股+90.45% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.58% | 0.57% | $78.4万 | 1.6万股 | $69.8万 | 1.5万股 | +260股+1.70% | 加仓 |
 CF BANKSHARES INC COMCFBK |
| 0.55% | 0.17% | $74.2万 | 2.3万股 | $20.9万 | 7,486股 | +1.5万股+202.50% | 加仓 |
 微软MSFT |
| 0.51% | 0.56% | $68.6万 | 1,838股 | $68.0万 | 1,838股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.5% | 0.59% | $66.9万 | 2,126股 | $71.7万 | 2,182股 | -56股-2.57% | 减仓 |
 希捷STX |
| 0.34% | — | $45.4万 | 470股 | $0 | 0股 | +470股 | 新买入 |
 甲骨文ORCL |
| 0.32% | 0.36% | $43.3万 | 2,953股 | $43.4万 | 2,953股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.3% | 0.31% | $40.3万 | 1,704股 | $37.9万 | 1,763股 | -59股-3.35% | 减仓 |
| S嘉信策略信托SCHF |
| 0.3% | 0.29% | $40.0万 | 1.4万股 | $35.6万 | 1.4万股 | +73股+0.51% | 加仓 |
 AMD超威AMD |
| 0.29% | — | $39.3万 | 677股 | $0 | 0股 | +677股 | 新买入 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.27% | 0.32% | $35.9万 | 6,172股 | $39.1万 | 6,680股 | -508股-7.60% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.26% | 0.25% | $34.8万 | 1.0万股 | $30.0万 | 1.0万股 | -4股-0.04% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.25% | 0.25% | $34.3万 | 488股 | $30.1万 | 488股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.24% | 0.2% | $31.8万 | 432股 | $24.9万 | 432股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.23% | 0.23% | $31.6万 | 423股 | $27.5万 | 423股 | 00.00% | 持仓不变 |
 NORTHROP GRUMMAN COMNOC |
| 0.23% | 0.35% | $31.6万 | 620股 | $42.3万 | 620股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.23% | 0.24% | $31.4万 | 891股 | $29.3万 | 891股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.23% | 0.24% | $30.7万 | 9,696股 | $29.7万 | 9,696股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VBK |
| 0.22% | 0.2% | $30.1万 | 824股 | $24.8万 | 820股 | +4股+0.49% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.22% | 0.23% | $29.2万 | 1,893股 | $28.2万 | 1,937股 | -44股-2.27% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.21% | 0.22% | $28.4万 | 1,868股 | $27.3万 | 1,868股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.2% | 0.19% | $27.5万 | 2,000股 | $22.6万 | 2,000股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.2% | 0.17% | $27.2万 | 227股 | $20.9万 | 227股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPEM |
| 0.2% | 0.19% | $26.7万 | 5,149股 | $23.6万 | 5,021股 | +128股+2.55% | 加仓 |
 宝洁PG |
| 0.2% | 0.21% | $26.4万 | 1,798股 | $26.0万 | 1,798股 | 00.00% | 持仓不变 |
 特灵科技TT |
| 0.19% | 0.18% | $25.4万 | 517股 | $21.5万 | 517股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.18% | — | $23.9万 | 983股 | $0 | 0股 | +983股 | 新买入 |
 黑石集团BX |
| 0.17% | 0.19% | $23.4万 | 1,985股 | $22.8万 | 1,985股 | 00.00% | 持仓不变 |
 WELLTOWER COMWELL |
| 0.16% | — | $22.0万 | 968股 | $0 | 0股 | +968股 | 新买入 |
| PPIMCO太平洋投资管理ETFTIPZ |
| 0.16% | 0.18% | $22.0万 | 4,118股 | $22.3万 | 4,118股 | 00.00% | 持仓不变 |
